DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,917 | +10.1% | 39,797 | +1.6% | 0.40% | +119.4% |
| Q1 2023 | $1,741 | +7.9% | 39,178 | +1.1% | 0.18% | +5.9% |
| Q4 2022 | $1,613 | -99.9% | 38,756 | +4.0% | 0.17% | +6.2% |
| Q3 2022 | $1,447,000 | -4.0% | 37,273 | +0.8% | 0.16% | +4.6% |
| Q2 2022 | $1,507,000 | -16.9% | 36,978 | 0.0% | 0.15% | +11.7% |
| Q1 2022 | $1,813,000 | +4.0% | 36,978 | 0.0% | 0.14% | -19.4% |
| Q2 2021 | $1,743,000 | – | 36,978 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
| ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
| Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
| Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
| Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
| Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
| DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
| Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
| Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |